Post #13196 by Mark19 on the Berkshire Hathaway board

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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)

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I own scv, for diversification, and Morningstar only goes back 15 years. DFSVX 8.42%, SPY 12.19%.

Since 1926,

Small-Cap Value ret. ~13.4% std.~27%
S&P 500 (Large-Cap Blend) ret. ~10.1% std.~19%

Maybe the factor was still working in the 90s, but 15 years is a long time to underperform by almost 4% CAGR.

I thought I had figured out the key to investing when I read about the SCV effect.

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